CRDO

169 atoms · 跨 35 天 · 首见 2026-04-15 · 最近 2026-06-29

三色: 🟦 fact 86 · 🟥 take 83 · stance ▲104/▼13/◆13

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 1

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 1 · X 120 · 卖 7

时态: fresh:144 · stale:17 · aging:8

标签: 好数字:101 · 好观点:46 · 好信源:21 · 好思考:14 · 好问题:1

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 24 位作者 (KOL21 · 卖方2 · TMTB1) vs ▼ 4 位作者 (KOL3 · TMTB1)

⚖️ 多头 21/24 来自KOL

🔥 核心观点 · 1 个

≥2 个独立的人各自表达 take (已排除新闻 bot) · 多空按人算 · 跨语言合并

• 2028年EPS
  1 人观点 · 🟢 多 1 · X · +3快讯 · 🥇 @BenBajarin ★★★★ (2026-06-22)
  <details><summary>展开 4 人 · 2026-06-22→2026-06-22</summary>

• ▲ X @BenBajarin ★★★★ [2026-06-22]
  - ▲ X @wallstengine 📢 [2026-06-22]
  - ▲ X @AIStockSavvy 📢 [2026-06-22]
  - ▲ X @negligible_cap 译 [2026-06-22]

📄 广泛报道的事实 · 5 个

📏 估计带 (4)

*语料内对同一量的估计区间 (≥2 个估计才成带). 不判断谁对, 只陈列.*

• 营收 FY27: $600M – $2.7B · 3 个估计 · 最新 2026-06-22 $2.7B (newsletter·cred4)
• 营收 Q4: $437M – $3.35B · 2 个估计 · 最新 2026-06-02 $437M (newsletter·cred4)
• 营收 未标期限 ⚠混合口径: $437M – $470M · 2 个估计 · 最新 2026-06-01 $470M (newsletter·cred4)
• 毛利率 未标期限 ⚠混合口径: 68% – 68.3% · 2 个估计 · 最新 2026-06-01 68% (newsletter·cred4)

📊 程序化变化 (近 7 天)

• 已过期 forecast: 2 条

🟦 客观事实 (facts) (30)

• <a id="atom-48adf00533ccb6f0"></a>🟦 2026-05-22 群 ⭐ · 近日涨幅 · 股价涨幅/AWS推理芯片
  CRDO up 38% in four days, driven by AWS Trainium hype
  tags: 好数字·好信源 · → daily
  value: qty=+38% in 4 days
• <a id="atom-e976aaba928fcdd8"></a>🟦 2026-06-02 X·@AIStockSavvy · 4月季度业绩超预期 · 财报
  Solid April Q Beat
  tags: 好数字·好信源 · → daily
  value: date=2026Q1
  📷 原图
• <a id="atom-8e0f7024a64034ae"></a>🟦 2026-06-14 X·@TheBigBerbowski · FY2027 营收指引 · 业绩指引/营收
  they guided $2.4B for FY2027
  tags: 好数字·好信源 · → daily
  value: qty=$2.4B · date=FY2027
  [图: CRDO 首席执行官业绩型限制性股票（PSU）各期解锁的营收与股价门槛及对应股票数量表 — 第一期营收门槛: $2,500,000,000; 第一期股价门槛: $244.70; 第六期营收门槛: $7,500,000,000; 第六期股价门槛: $489.40; 每期可获得PSU数量: 239,500]
  📷 原图
• <a id="atom-1e3e074fb1e36aa0"></a>🟦 2026-06-14 X·@TheBigBerbowski · CEO 股权激励第一期营收门槛 · 管理层表态/营收
  第一期营收门槛: $2,500,000,000
  tags: 好数字·好信源 · → daily
  value: qty=$2,500,000,000 · date=第一期
  [图: CRDO 首席执行官业绩型限制性股票（PSU）各期解锁的营收与股价门槛及对应股票数量表 — 第一期营收门槛: $2,500,000,000; 第一期股价门槛: $244.70; 第六期营收门槛: $7,500,000,000; 第六期股价门槛: $489.40; 每期可获得PSU数量: 239,500]
  📷 原图
• <a id="atom-7f36e4e8913d46d4"></a>🟦 2026-06-14 X·@TheBigBerbowski · CEO 股权激励第一期股价门槛 · 管理层表态/价格动态
  第一期股价门槛: $244.70
  tags: 好数字·好信源 · → daily
  value: qty=$244.70 · date=第一期
  [图: CRDO 首席执行官业绩型限制性股票（PSU）各期解锁的营收与股价门槛及对应股票数量表 — 第一期营收门槛: $2,500,000,000; 第一期股价门槛: $244.70; 第六期营收门槛: $7,500,000,000; 第六期股价门槛: $489.40; 每期可获得PSU数量: 239,500]
  📷 原图
• <a id="atom-90542d8ee380132e"></a>🟦 2026-06-14 X·@TheBigBerbowski · CEO 股权激励第六期营收门槛 · 管理层表态/营收
  第六期营收门槛: $7,500,000,000
  tags: 好数字·好信源 · → daily
  value: qty=$7,500,000,000 · date=第六期
  [图: CRDO 首席执行官业绩型限制性股票（PSU）各期解锁的营收与股价门槛及对应股票数量表 — 第一期营收门槛: $2,500,000,000; 第一期股价门槛: $244.70; 第六期营收门槛: $7,500,000,000; 第六期股价门槛: $489.40; 每期可获得PSU数量: 239,500]
  📷 原图
• <a id="atom-7bfaac657b1d46cd"></a>🟦 2026-06-14 X·@TheBigBerbowski · CEO 股权激励第六期股价门槛 · 管理层表态/价格动态
  第六期股价门槛: $489.40
  tags: 好数字·好信源 · → daily
  value: qty=$489.40 · date=第六期
  [图: CRDO 首席执行官业绩型限制性股票（PSU）各期解锁的营收与股价门槛及对应股票数量表 — 第一期营收门槛: $2,500,000,000; 第一期股价门槛: $244.70; 第六期营收门槛: $7,500,000,000; 第六期股价门槛: $489.40; 每期可获得PSU数量: 239,500]
  📷 原图
• <a id="atom-4e999b1f84be4cd0"></a>🟦 2026-06-15 X·@rubicon59 · 股价变动 · 价格动态
  +2.5x in 3mos
  tags: 好数字·好观点 · → daily
  value: qty=+2.5x · date=3mos
• <a id="atom-af53c311ab92ea70"></a>🟦 2026-06-05 卖·BofA Brian Fenske · 财报日期 · 财报
  6/1: EARNINGS = CRDO, HPE
  tags: 好信源 · → daily
  value: date=2026-06-01
• <a id="atom-6c93f75c254292d7"></a>🟦 2026-06-22 X·@AIStockSavvy · Stifel目标价上调至 · 评级目标价
  $CRDO | Stifel 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐂𝐫𝐞𝐝𝐨 𝐓𝐞𝐜𝐡 to $𝟑𝟓𝟎 from $𝟐𝟓𝟎, maintains 𝐁𝐮𝐲
  tags: 好数字 · → daily
  value: qty=$350 · date=2026-06-22
  [图: Stifel 调高 Credo Technology (CRDO) 目标价并维持买入评级的分析师报告数据卡片 — 新目标价: $350.00; 原目标价: $250.00; 当前价格: $271.83; 目标价上调幅度: +40.00%; 预期上涨空间: +28.76%]
  📷 原图
• <a id="atom-705778c2819bbc62"></a>🟦 2026-06-16 newsletter·Market · 股价变动 · 股价
  CRDO -8% in AI networking weakness
  tags: 好数字 · → daily
  value: qty=-8%
• <a id="atom-3f7ac904bd19a3ee"></a>🟦 2026-06-10 newsletter·SEC Filing · CEO减持 · 内部人交易
  CRDO CEO sells $12M
  tags: 好数字 · → daily
  value: qty=$12M
• <a id="atom-830d42d4fedb18f1"></a>🟦 2026-06-08 newsletter·TMTB · 股价表现 · 股价
  AI networking strong: ALAB/CRDO +7%
  tags: 好数字 · → daily
  value: qty=+7%
• <a id="atom-acdad7d05082627c"></a>🟦 2026-06-02 X·@AIStockSavvy · FY27业绩指引大幅上调 · 业绩指引
  significant FY27 guide raise
  tags: 好数字 · → daily
  value: date=FY27
  📷 原图
• <a id="atom-23f6fa4b13a88928"></a>🟦 2026-06-02 newsletter·Market · 股价 · 股价
  CRDO +1.3%
  tags: 好数字 · → daily
  value: qty=+1.3%
• <a id="atom-d3387edbd20db62c"></a>🟦 2026-06-02 newsletter·CRDO · Q4营收 · 财报
  FQ4’26 revenue of $437M, +157% y/y vs Street $433M
  tags: 好数字 · → daily
  value: qty=$437M
• <a id="atom-789b6d87b7b96af2"></a>🟦 2026-06-02 newsletter·CRDO · Q4毛利率 · 毛利率
  FQ4 non-GAAP GM was 68.3% vs Street 65.4%
  tags: 好数字 · → daily
  value: qty=68.3% vs Street 65.4%
• <a id="atom-48fcb09b6bf86a45"></a>🟦 2026-06-02 newsletter·CRDO · Q4 EPS · 财报
  EPS was $1.16 vs Street $1.00
  tags: 好数字 · → daily
  value: qty=$1.16 vs Street $1.00
• <a id="atom-a9976c17aea05380"></a>🟦 2026-06-02 newsletter·CRDO · FQ1营收指引 · 营收指引
  FQ1’27 revenue guide was $470M, +111% y/y vs Street $460M
  tags: 好数字 · → daily
  value: qty=$470M vs Street $460M
• <a id="atom-1549acc91eba215f"></a>🟦 2026-06-02 newsletter·CRDO · FQ1 EPS指引 · 财报
  implied EPS around $1.16 vs Street $1.05
  tags: 好数字 · → daily
  value: qty=$1.16 vs Street $1.05
• <a id="atom-b4ec8c959d3d13b8"></a>🟦 2026-06-02 newsletter·CRDO · FY27营收指引 · 营收指引
  FY27 revenue is guided to grow >80% y/y to roughly $2.4B, versus Street around $2.2B
  tags: 好数字 · → daily
  value: qty=grow >80% y/y to ~$2.4B vs Street ~$2.2B
• <a id="atom-3e34f11e531ddd5d"></a>🟦 2026-06-02 newsletter·CRDO · 光学营收预期上调 · 营收指引/光学
  CRDO raised FY27 optical revenue expectations to >$600M from >$500M
  tags: 好数字 · → daily
  value: qty=> $600M from > $500M
• <a id="atom-68a5ccf32a2c799c"></a>🟦 2026-06-02 newsletter·CRDO · FY27毛利率指引 · 毛利率
  FY27 GM is expected to be broadly consistent with FY26 levels
  tags: 好数字 · → daily
  value: qty=broadly consistent with FY26 levels (~68%)
• <a id="atom-c1300d73ca6ecee9"></a>🟦 2026-06-02 newsletter·CRDO · FQ1毛利率指引 · 毛利率
  FQ1’27 GM guide is 68.0% vs Street 65.0%
  tags: 好数字 · → daily
  value: qty=68.0% vs Street 65.0%
• <a id="atom-0826648d8b8d92f2"></a>🟦 2026-06-02 newsletter·TMTB (bearish view) · 营收超预期幅度低 (看空方) · 财报
  The top-line beat was only around 1%, and the FQ1 guide was only around 2% above Street despite a large pre-print rally and rising AI capex expectations
  tags: 好数字 · → daily
  value: top_line_beat=~1% · FQ1_guide_vs_Street=~2% above
• <a id="atom-44fa432c27ddcb40"></a>🟦 2026-06-02 newsletter·CRDO · 光学营收指引时间分布 · 营收/产能/出货
  Mgmt guided FY27 optical revenue to >$600M, but the optical ramp is weighted to the second half, and the newest high-value pieces are not yet fully proven at scale
  tags: 好数字 · → daily
  value: qty=>$600M · target_year=FY27 · timing=weighted to 2H · risk=high-value pieces not yet fully proven at scale
• <a id="atom-0224935b709a61bb"></a>🟦 2026-06-01 newsletter·CRDO · Q1 EPS · 财报
  CRDO Q1 EPS $0.23 (actual)
  tags: 好数字 · → daily
  value: qty=$0.23
• <a id="atom-1979792098390758"></a>🟦 2026-06-01 newsletter·PANW · Q4营收指引 · 财报/营收指引
  PANW guides Q4 rev $3.345B vs Street $3.28B
  tags: 好数字 · → daily
  value: qty=$3.345B vs St $3.28B
• <a id="atom-81aea681a6b7f3b5"></a>🟦 2026-06-01 newsletter·TMTB · 表现 · 股价
  CRDO -4%, tourist centric name
  tags: 好数字 · → daily
  value: qty=-4%
• <a id="atom-b973432eede4c584"></a>🟦 2026-06-01 newsletter·CRDO · F4Q营收 · 财报/营收
  F4Q revenue of $437M vs. Street at $433M
  tags: 好数字 · → daily
  value: qty=$437M vs St $433M

🟥 多头 takes (bullish) (30)

• <a id="atom-19992cdb650268fd"></a>🟥 2026-06-22 X·@BenBajarin [老化中] · 目标价 · 评级目标价
  Evercore initiates on $CRDO with a $325 price target
  tags: 好数字·好信源 · → daily
  value: qty=$325 · date=initiation
• <a id="atom-5e0a16df71a29cbe"></a>🟥 2026-06-23 卖·BofA Brian Fenske · PO Change
  BofA raised the Price Objective (PO) for CRDO from $252 to $340.
  tags: 好数字·好观点 · → daily
  value: qty=$340 · date=2026-06-23
• <a id="atom-548218ffa202df38"></a>🟥 2026-06-02 X·@AIStockSavvy [老旧] · 评级目标价 · 评级目标价
  Needham maintains Buy on Credo Tech, raises PT to $275 from $220
  tags: 好数字·好观点 · → daily
  value: qty=$275
  📷 原图
• <a id="atom-bcbeac7f07f36567"></a>🟥 2026-06-22 X·@AIStockSavvy · TAM expansion · TAM
  Credo's evolution into a broad copper + optical AI-connectivity play expanding its TAM by 10x-20x
  tags: 好数字·好观点 · → daily
  value: qty=10x-20x · date=NA
  [图: Evercore ISI 对 Credo Technology (CRDO) 的首次覆盖分析师评级与研究报告图表 — 目标价 (Price Target): $325.00; 当前股价 (Current Price): $271.83; 预期涨幅 (Projected Upside): +19.56%; 2028年每股收益预测 (2028 EPS):
  📷 原图
• <a id="atom-a78728bbeeba9b68"></a>🟥 2026-06-22 X·@negligible_cap · 评级目标价 · 评级目标价
  Evercore initiates on $CRDO with a $325 price target
  tags: 好思考·好信源 · → daily
  value: qty=$325 · date=initiation
  📷 原图
• <a id="atom-a67a47c100d8652b"></a>🟥 2026-06-23 卖·BofA Brian Fenske · POBR Change
  BofA changed the Price Objective Basis (POBR) for CRDO from 33x CY27E PE to 34x CY28E PE.
  tags: 好数字 · → daily
  value: qty=34x CY28E PE · date=2026-06-23
• <a id="atom-47b93832d0801a05"></a>🟥 2026-06-22 X·@AIStockSavvy · 3yr earnings CAGR · 盈利能力
  driving a 70%+ 3yr earnings CAGR
  tags: 好数字 · → daily
  value: qty=70%+ · date=3yr
  [图: Evercore ISI 对 Credo Technology (CRDO) 的首次覆盖分析师评级与研究报告图表 — 目标价 (Price Target): $325.00; 当前股价 (Current Price): $271.83; 预期涨幅 (Projected Upside): +19.56%; 2028年每股收益预测 (2028 EPS):
  📷 原图
• <a id="atom-479431ef17c6ffc8"></a>🟥 2026-06-22 X·@AIStockSavvy · 2028 EPS forecast · 盈利能力
  2028 EPS: $13+
  tags: 好数字 · → daily
  value: qty=$13+ · date=2028
  [图: Evercore ISI 对 Credo Technology (CRDO) 的首次覆盖分析师评级与研究报告图表 — 目标价 (Price Target): $325.00; 当前股价 (Current Price): $271.83; 预期涨幅 (Projected Upside): +19.56%; 2028年每股收益预测 (2028 EPS):
  📷 原图
• <a id="atom-42455c2b27cad468"></a>🟥 2026-06-22 X·@BenBajarin · 营收CAGR展望 · 营收
  seeing a 70% CAGR over the next 3 years
  tags: 好数字 · → daily
  value: qty=70% · date=next 3 years
• <a id="atom-637918a32d03ad8d"></a>🟥 2026-06-22 X·@BenBajarin · 2028年EPS目标 · 盈利能力
  EPS target of $13+ by 2028
  tags: 好数字 · → daily
  value: qty=$13+ · date=2028
• <a id="atom-631489d94d3ce55c"></a>🟥 2026-06-02 X·@AIStockSavvy · Stifel目标价 · 评级目标价
  maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟓𝟎
  tags: 好数字 · → daily
  value: qty=$250 · date=na
  📷 原图
• <a id="atom-c4786eb5ceaf7b9d"></a>🟥 2026-05-27 X·@AIStockSavvy · Stifel目标价 · 评级目标价
  $CRDO | Stifel reiterates Buy on Credo, raises PT to $250 from $200
  tags: 好数字 · → daily
  value: qty=$250 · date=NA
  [图: Stifel对Credo Technology (CRDO) 的分析师评级和目标价调升信息图 — 新目标价 (New Target Price): $250.00; 当前价格 (Current Price): $221.12; 预期涨幅 (Projected Upside): +13.06%; 原目标价 (Previous Target Price)
  📷 原图
• <a id="atom-358e3e4e865a3f9a"></a>🟥 2026-05-01 X·@AIStockSavvy [老旧] · Rothschild Redburn 目标价 · 评级目标价
  目标价 (Price Target): $206.00; 当前价格: $174.01; 上涨空间: +18.4%
  tags: 好数字 · → daily
  value: qty=$206 · direction=+18.4%
  [图: Rothschild Redburn 对 Credo (CRDO) 的首次覆盖评级、目标价及分析师观点摘要图表 — 目标价 (Price Target): $206.00; 当前价格 (Current Price): $174.01; 上涨空间 (Upside/Downside): +18.4%; 光学总可寻址市场 (Optical TAM): ~$
  📷 原图
• <a id="atom-aa26acf270095434"></a>🟥 2026-04-16 X·@AIStockSavvy · C27E EPS 预测 · 盈利能力
  C27E EPS: $9.39
  tags: 好数字 · → daily
  value: qty=$9.39 · date=C27E
  [图: Jefferies 针对 Credo (CRDO) 维持买入评级并上调目标价的分析师报告摘要表 — 新目标价 (Price Target): $225.00; 上涨空间 (Upside): +41.6%; F27 光学业务营收指引 (F27 optics revenue guidance): $500M+; C27E 预测每股收益 (C27E EPS
  📷 原图
• <a id="atom-89eb97cd2a8a2d1c"></a>🟥 2026-06-22 X·@negligible_cap · 营收增长率预测 · 营收预测
  seeing a 70% CAGR over the next 3 years
  tags: 好数字 · → daily
  value: direction=70% CAGR · date=next 3 years
  📷 原图
• <a id="atom-d0ccfe7179441f9d"></a>🟥 2026-06-22 X·@negligible_cap · 每股收益目标 · 盈利能力
  an EPS target of $13+ by 2028
  tags: 好数字 · → daily
  value: qty=$13+ · date=2028
  📷 原图
• <a id="atom-8cbc053edb10d3af"></a>🟥 2026-06-02 X·@AIStockSavvy · Stifel评级 · 评级目标价
  $CRDO | Stifel reiterates 𝐁𝐮𝐲
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-e999d8c28dad5f92"></a>🟥 2026-06-01 X·@JonahLupton · FY2027 EPS增速预测 · 盈利能力
  they’ll grow EPS in FY2027 by at least 80%
  tags: 好数字 · → daily
  value: qty=80% · date=FY2027
• <a id="atom-7f4c97fdabca434c"></a>🟥 2026-06-23 卖·BofA Brian Fenske [老化中] · Rating
  BofA maintains a BUY rating on CRDO.
  tags: 好观点 · → daily
  value: qty=BUY · date=2026-06-23
• <a id="atom-2a930a15c60040dc"></a>🟥 2026-06-10 卖·BofA Brian Fenske [老旧] · Vivek强烈看好 · 个股推荐/评级调整
  CRDO is a name Vivek pitched strongly on the 10AM EST Monday, Tech Conference wrap call. Growth stock.
  tags: 好观点 · → daily
• <a id="atom-1a20a091f8f2d801"></a>🟥 2026-06-02 卖·BofA Brian Fenske [老旧] · 评级重申 Buy · 评级调整
  BofA reiterated Buy on CRDO
  tags: 好观点 · → daily
  value: rating=Buy
• <a id="atom-70d78e50629e333a"></a>🟥 2026-06-02 卖·BofA Brian Fenske · 市场定位 · 技术路线/竞争
  CRDO is an AEC leader well positioned to benefit from persisting copper, emerging optical
  tags: 好观点 · → daily
  value: desc=AEC leader benefiting from persisting copper and emerging optical
• <a id="atom-332ccfd2c3b83b03"></a>🟥 2026-06-23 X·@DrNHJ [老化中] · BofA 목표주가 상향 · 评级目标价
  크레도 테크놀로지(Credo Technology, $CRDO)의 목표주가는 252달러에서 340달러로 상향
  tags: 好观点 · → daily
  value: qty=252달러에서 340달러 · date=2026-06-23
• <a id="atom-a8ff6636ab8501f0"></a>🟥 2026-06-22 newsletter·Evercore · 目标价上调 · 目标价
  ISI sets Credo PT at $325
  tags: 好数字 · → daily
  value: qty=$325
• <a id="atom-23680c9df32819ab"></a>🟥 2026-06-22 newsletter·Evercore · AEC营收增长 · 营收预测/需求
  ISI expects Credo AEC revenue to grow 100% in CY26, 60% in CY27
  tags: 好数字 · → daily
  value: qty=100% in CY26, 60% in CY27
• <a id="atom-735afcbb1ff0d49b"></a>🟥 2026-06-22 newsletter·Evercore · 光学业务营收 · 营收预测/技术路线
  ISI expects Credo optical connectivity to be ~25% of revenue by CY27
  tags: 好数字 · → daily
  value: qty=~25% of revenue by CY27

🟥 空头 takes (bearish) (8)

• <a id="atom-328f3ca150e6d50a"></a>🟥 2026-06-02 newsletter·TMTB · 空头观点:光学主导增长 · 光学/成长叙事
  Bears will point out that the FY27 raise was largely optics-led and implied more limited AEC upside
  tags: 好思考 · → daily
  🧠 观:the FY27 raise was largely optics-led and implied more limited AEC upside → 推:Bears will point out that
• <a id="atom-3a05590e8fa4dd72"></a>🟥 2026-06-02 newsletter·TMTB (bearish view) · 最高价值光学部分的执行风险 (看空方) · 产能/供应链/技术路线
  ZF Optics appears likely to be the largest optical contributor because it carries three-digit ASPs, while discrete DSPs and SiPho PICs carry two-digit ASPs. But that also means the highest-value leg is the one with the steepest ramp, the most supply-chain complexity, and the biggest 2H/FY28 dependency
  tags: 好思考 · → daily
  value: ZF_Optics_ASP=three digits · other_legs_ASP=two digits · risk_factors=['steepest ramp', 'most supply-chain complexity', 'biggest 2H/FY28 dependency']
  🧠 推:ZF Optics appears likely to be the largest optical contributor because it carries three-digit ASPs, while discrete DSPs and SiPho PICs carry two-digit ASPs. → 推:But that also means the highest-value leg is the one with the steepest ramp, the most supply-chain complexity, and the biggest 2H/FY28 dependency
• <a id="atom-ef5652d27566c097"></a>🟥 2026-06-02 newsletter·TMTB (bearish view) · 终端价值与竞争风险 (看空方) · 竞争/需求/供应链
  If AEC demand plateaus faster than expected, if optical/CPO adoption shifts value away from CRDO's strongest copper products, or if incumbents become more aggressive in optical DSPs, retimers, modules, or AECs, the market could compress the multiple. Customer concentration remains significant even with improved diversification, and supply chain remains tight
  tags: 好思考 · → daily
  value: risk_factors=['AEC demand plateau faster than expected', 'optical/CPO adoption shifts value away from copper', 'incumbents become more aggressive', 'customer concentration', 'tight supply chain']
• <a id="atom-ece0a8a943c63c0b"></a>🟥 2026-06-02 newsletter·TMTB (bearish view) · FY27 增长驱动 (看空方) · 营收/产能/竞争
  Bears will also point out that the FY27 raise was driven mostly by optics, while implied AEC upside looked more limited and second-half growth depends on a large optical ramp that still needs execution
  tags: 好观点 · → daily
  value: driver=mostly optics · AEC_upside=limited · dependency=large optical ramp still needs execution
• <a id="atom-8fb3bd1ef9fc3b7f"></a>🟥 2026-06-14 X·@SimeonResearch_ · 价格昂贵观点 · 价格动态
  It’s indeed expensive
  tags: 好观点 · → daily
• <a id="atom-e5462e18d68092ca"></a>🟥 2026-06-11 X·@SimeonResearch_ [老旧] · 股价变得昂贵 · 仓位情绪/估值
  trimmed a fair bit recently as it has gotten expensive
  tags: 好观点 · → daily
  value: direction=up
• <a id="atom-9f9c165ee662e057"></a>🟥 2026-05-18 X·@labubu_trader · 面临 unprecedented challenges 可能 delay 产品时间线 · 产品发布/技术路线
  the unprecedented challenges might delay the timeline
  tags: 好观点 · → daily
• <a id="atom-686242886c3eb639"></a>🟥 2026-05-10 X·@labubu_trader [老旧] · Cerebras IPO bearish for CRDO · 仓位情绪
  And also bearish for ALAB/CRDO and photonics
  tags: 好观点 · → daily

🟥 中性 takes (neutral) (3)

• <a id="atom-07944ea1c4a04546"></a>🟥 2026-06-11 X·@DrNHJ ⭐ · 扮演互联瓶颈角色 · 互联瓶颈/硬件瓶颈
  4대 하드웨어병목: 인터커넥트 (Interconnect) $CRDO
  tags: 好观点·好思考 · → daily
  📷 原图
• <a id="atom-6ae6f0378f99e44d"></a>🟥 2026-06-09 X·@Semicon_player · 受益时间窗口 · 技术路线
  $CRDO 의 시대가 아직은 1년은 더 남았다는 소리
  tags: 好观点 · → daily
• <a id="atom-8b42fe87a2659427"></a>🟥 2026-05-31 X·@stock_logging · stock was watched but not bought · 仓位情绪
  I was watching both stocks, and I failed to pull the trigger on both.
  tags: 好观点 · → daily
  📷 原图

🟦 新闻流 (squawk · 18)

⏱ 时间轴 (近 20)

• 🟥 2026-06-29 · narrative · 2026年光学时代到来，铜AEC电缆信号终结 · → daily
• 🟥 2026-06-23 · forecast · PO Change · → daily
• 🟥 2026-06-23 · position · Rating · → daily
• 🟥 2026-06-23 · forecast · POBR Change · → daily
• 🟥 2026-06-23 · position · BofA 목표주가 상향 · → daily
• 🟦 2026-06-23 · fact · 股价 · → daily
• 🟦 2026-06-23 · fact · 总变化率 · → daily
• 🟦 2026-06-23 · fact · 年复合增长率 · → daily
• 🟥 2026-06-22 · position · 评级目标价 · → daily
• 🟦 2026-06-22 · fact · 当前TAM · → daily
• 🟥 2026-06-22 · forecast · TAM扩展倍数 · → daily
• 🟥 2026-06-22 · forecast · AEC解决方案CY26增长率 · → daily
• 🟥 2026-06-22 · forecast · AEC解决方案CY27增长率 · → daily
• 🟥 2026-06-22 · forecast · 光学产品CY27营收占比 · → daily
• 🟥 2026-06-22 · forecast · 2028年EPS · → daily
• 🟥 2026-06-22 · forecast · 三年EPS CAGR · → daily
• 🟥 2026-06-22 · forecast · EPS对比Street预期 · → daily
• 🟥 2026-06-22 · forecast · PEG比率 · → daily
• 🟥 2026-06-22 · narrative · PT · → daily
• 🟥 2026-06-22 · forecast · TAM expansion · → daily

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